Insight Holdings Group, LLC
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Hinge Health, Inc. | $361.51M | 25.4% |
| EquipmentShare.com Inc | $275.54M | 19.3% |
| Udemy, Inc. | $175.71M | 12.3% |
| NVIDIA Corp | $116.84M | 8.2% |
| Alphabet Inc. | $82.66M | 5.8% |
| Amazon.com Inc | $80.89M | 5.7% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $77.43M | 5.4% |
| Meta Platforms Inc | $60.05M | 4.2% |
| MICROSOFT CORP | $25.64M | 1.8% |
| StubHub Holdings, Inc. | $21.45M | 1.5% |
| Broadcom Inc. | $19.12M | 1.3% |
| Real Brokerage Inc | $17.42M | 1.2% |
| SPOTIFY TECHNOLOGY SA | $15.23M | 1.1% |
| APPLIED MATERIALS INC /DE | $12.77M | 0.9% |
| SHOPIFY INC | $11.23M | 0.8% |
| Bloom Energy Corp | $11.11M | 0.8% |
| Kyverna Therapeutics, Inc.KYTX | $8.54M | 0.6% |
| Constellation Energy Corp | $7.11M | 0.5% |
| Axon Enterprise Inc | $6.79M | 0.5% |
| Cloudflare, Inc. | $6.77M | 0.5% |
| INTEL CORP | $5.53M | 0.4% |
| Palo Alto Networks Inc | $4.97M | 0.3% |
| MACOM Technology Solutions Holdings, Inc. | $4.79M | 0.3% |
| TEXAS INSTRUMENTS INC | $4.38M | 0.3% |
| LUMENTUM HLDGS INC | $4.20M | 0.3% |
| ADVANCED MICRO DEVICES INC | $3.87M | 0.3% |
| Robinhood Markets, Inc. | $2.91M | 0.2% |
| MICRON TECHNOLOGY INC | $223.1K | 0.0% |